BAY holdings

Holdings

as of Oct 21, 2026issuer data

#	Holding	Type	Weight	Value	Shares / par	Country
1	AAPLApple Inc.	Equity	8.16%	$132K	385	US
2	NVDANvidia Corp	Equity	7.07%	$115K	517	US
3	AMDAdvanced Micro Devices	Equity	4.50%	$73K	132	US
4	METAMeta Platforms, Inc. Class A Common Stock	Equity	4.26%	$69K	99	US
5	GOOGLAlphabet Inc. Class A Common Stock	Equity	4.09%	$66K	198	US
6	VVISA Inc.	Equity	3.60%	$58K	143	US
7	AVGOBroadcom Inc. Common Stock	Equity	3.44%	$56K	165	US
8	PANWPalo Alto Networks, Inc. Common Stock	Equity	2.83%	$46K	132	US
9	CSCOCisco Systems, Inc. Common Stock (DE)	Equity	2.47%	$40K	374	US
10	INTCIntel Corp	Equity	2.40%	$39K	418	US
11	SNOWSnowflake Inc.	Equity	2.19%	$36K	110	US
12	CRMSalesforce, Inc.	Equity	2.13%	$35K	143	US
13	NOWSERVICENOW, INC.	Equity	2.08%	$34K	220	US
14	FTNTFortinet, Inc.	Equity	2.01%	$33K	187	US
15	WFCWells Fargo & Co.	Equity	1.96%	$32K	385	US
16	LRCXLam Research Corp	Equity	1.95%	$32K	121	US
17	AMATApplied Materials Inc	Equity	1.94%	$31K	77	US
18	GILDGilead Sciences Inc	Equity	1.87%	$30K	198	US
19	MRVLMarvell Technology, Inc. Common Stock	Equity	1.83%	$30K	121	US
20	NFLXNetFlix Inc	Equity	1.68%	$27K	418	US
21	NETCloudflare, Inc. Class A common stock, par value $0.001 per share	Equity	1.67%	$27K	88	US
22	ISRGIntuitive Surgical Inc.	Equity	1.45%	$24K	55	US
23	First American Government Obligations Fund 12/01/2031	Cash	1.44%	$23K	23,423
24	STXSeagate Technology Holdings PLC Ordinary Shares (Ireland)	Equity	1.42%	$23K	33	IE
25	OKTAOkta, Inc. Class A Common Stock	Equity	1.41%	$23K	110	US
26	ADBEAdobe Inc.	Equity	1.38%	$22K	88	US
27	UBERUber Technologies, Inc.	Equity	1.38%	$22K	330	US
28	VEEVVeeva Systems Inc.	Equity	1.30%	$21K	66	US
29	WDCWestern Digital Corp.	Equity	1.28%	$21K	55	US
30	HOODRobinhood Markets, Inc. Class A Common Stock	Equity	1.24%	$20K	198	US
31	ABNBAirbnb, Inc. Class A Common Stock	Equity	1.18%	$19K	110	US
32	LITELumentum Holdings Inc. Common Stock	Equity	1.15%	$19K	22	US
33	ROSTRoss Stores Inc	Equity	1.11%	$18K	77	US
34	WDAYWorkday, Inc. Class A Common Stock	Equity	1.10%	$18K	88	US
35	TWLOTwilio Inc.	Equity	1.09%	$18K	66	US
36	DASHDoorDash, Inc. Class A Common Stock	Equity	1.00%	$16K	88	US
37	ADSKAutodesk Inc	Equity	1.00%	$16K	66	US
38	EBAYeBay Inc	Equity	1.00%	$16K	132	US
39	BEBloom Energy Corporation	Equity	0.97%	$16K	66	US
40	ZSZscaler, Inc. Common Stock	Equity	0.94%	$15K	66	US
41	HPQHP Inc.	Equity	0.91%	$15K	473	US
42	WSMWilliams-Sonoma, Inc.	Equity	0.86%	$14K	55	US
43	XYZBlock, Inc.	Equity	0.85%	$14K	176	US
44	ALABAstera Labs, Inc. Common Stock	Equity	0.79%	$13K	44	US
45	APPApplovin Corporation Class A Common Stock	Equity	0.73%	$12K	44	US
46	COINCoinbase Global, Inc. Class A Common Stock	Equity	0.72%	$12K	66	US
47	RBLXRoblox Corporation	Equity	0.71%	$12K	220	US
48	IOTSamsara Inc.	Equity	0.70%	$11K	264	US
49	SNXTD SYNNEX Corporation	Equity	0.68%	$11K	44	US
50	ZMZoom Communications, Inc. Class A Common Stock	Equity	0.67%	$11K	110	US
51	PCGPG&E Corporation	Equity	0.67%	$11K	825	US
52	SMCISuper Micro Computer, Inc. Common Stock	Equity	0.65%	$11K	297	US
53	RDDTReddit, Inc.	Equity	0.62%	$10K	66	US
54	AFRMAffirm Holdings, Inc. Class A Common Stock	Equity	0.60%	$10K	132	US
55	ESSEssex Property Trust, Inc	Equity	0.56%	$9K	33	US
56	SOFISoFi Technologies, Inc. Common Stock	Equity	0.53%	$9K	572	US
57	COOThe Cooper Companies, Inc. Common Stock	Equity	0.48%	$8K	132	US
58	CLXClorox Company	Equity	0.46%	$7K	88	US
59	BBIOBridgeBio Pharma, Inc. Common Stock	Equity	0.46%	$7K	110	US
60	RIVNRivian Automotive, Inc. Class A Common Stock	Equity	0.40%	$6K	517	US
61	Cash & Other	Cash	0.00%	−$74	-74

Find which other funds hold a stock by opening it and choosing "ETFs holding".

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.